Guided Portfolio Updates2023-08-03T09:47:46+10:00

GUIDED PORTFOLIO UPDATES

HNW Guided Portfolios are portfolios of direct shares and exchange traded funds, managed by HNW Planning’s Investment Committee with guidance from external asset consultants. Changes to the Guided Portfolios are put forward by HNW Planning for client acceptance. A guided portfolio is a strategy, it is not a product. They offer:

  • Access to a very cost efficient and transparent mechanism to own direct shares or exchange traded funds,

  • The option to permanently exclude investments (companies) on ethical or other grounds,

  • Access to Entitlement Offers, Share Purchase Plans, Dividend Re-investment Plans, and voting rights, and

  • You’ll avoid the “black box” solution of Managed Funds that can be sub-optimal for tax management, can be more expensive to access active advice, and create a dependency on others.

August 2025

Reporting Season – Charter Hall Retail

August 18, 2025|

Charter Hall Retail (CQR):  This morning, the supermarket landlord reported their full-year results for 2025, which were largely in line with market expectations. Though generally, there should be minimal excitement [...]

Reporting Season – Lendlease

August 18, 2025|

Lendlease (LLC), the formerly multinational construction and asset management company, reported its full-year results for 2025, which showed progress on the turnaround and a successful exit from problematic international construction. The [...]

Reporting Season – Ampol Ltd

August 18, 2025|

This morning, Ampol (ALD), Australia's largest energy distributor and retailer, released its first-half results for 2025, showing a weaker refining performance offset by a strong underlying convenience retail business in Australia and [...]

Reporting Season – Ampol Ltd

August 15, 2025|

Last night, Ampol (ALD), Australia's largest energy distributor and retailer, announced that it is offering to buy EG Australia. The HNW Portfolio has a 4% weight to ALD.  Key Points: The Deal: ALD [...]

Reporting Season – Amcor CDI

August 15, 2025|

Amcor (AMC) Last night, the world's largest consumer packaging company announced its results for the full year of 2025, which included two months of operations from the newly merged Berry business. [...]

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